VGSH vs VTV

VGSH vs VTV
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Quick Verdict

VTV delivered stronger 1-year returns. VTV offers more diversification with 311 holdings.

Lower Fees: TiedHigher Returns: VTVMore Diversified: VTV

Side-by-Side Comparison

MetricVGSHVTVWinner
Expense Ratio0.03%0.03%
AUM$34.7B$187.8B
Dividend Yield3.85%1.85%
Holdings94311
YTD Return+1.13%+18.02%
1Y Return+2.90%+26.57%
3Y Return (annualized)+4.38%+19.29%
5Y Return (annualized)+1.96%+12.56%
Volatility (annualized)1.4%14.5%
Max Drawdown-6.7%-61.3%
Fund FamilyVanguard (US)Vanguard (US)
CategoryFixed IncomeEquity
InceptionNov 19, 2009Jan 26, 2004

VGSH vs VTV Performance

Vanguard Short Term Treasury ETF (VGSH) is a ETF from Vanguard (US) and Vanguard Morningstar Value ETF (VTV) is a ETF from Vanguard (US). Over the past year VGSH returned +2.90% while VTV returned +26.57%. Year to date, VGSH is up 1.13% versus a gain of 18.02% for VTV.

Over three years, VGSH compounded at +4.38% per year against +19.29% for VTV; over five years the annualized figures are +1.96% and +12.56% respectively. Across the full 17-year window we track, VTV has the edge at +7.59% annualized vs +0.73%. Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

VTV has been the more volatile fund, with annualized monthly volatility of 14.5% compared with 1.4% for VGSH. Lower volatility generally means a smoother ride, though it often comes with lower long-run returns.

The deepest peak-to-trough decline in our data was -6.7% for VGSH and -61.3% for VTV. Drawdown depth is worth weighing if you expect to sell during market stress rather than ride it out.

The two funds' monthly returns correlate at -0.05. They move independently enough that combining them can meaningfully diversify a portfolio.

Fees and Cost Over Time

VGSH charges 0.03% per year while VTV charges 0.03%. On a $10,000 position that is $3 vs $3 annually. On income, VGSH currently yields 3.85% against 1.85% for VTV.

Holdings Overlap

0.0%overlap

VGSH and VTV share 0 holdings out of 324 unique holdings combined, representing a 0.0% weight overlap.

Moderate overlap means holding both could provide meaningful diversification benefits.

Frequently Asked Questions

Which is cheaper, VGSH or VTV?

VGSH has an expense ratio of 0.03% while VTV charges 0.03%. They cost the same. On a $10,000 investment, that is $0 per year of difference.

Which performed better, VGSH or VTV?

Over the past year VGSH returned +2.90% vs +26.57% for VTV, so VTV leads on 1-year performance. Over the longest common window we track (17 years), VGSH annualized +0.73% vs +7.59% for VTV. Past performance does not guarantee future results.

Which is riskier, VGSH or VTV?

VTV has been the more volatile fund at 14.5% annualized versus 1.4% for VGSH. Worst drawdown: VGSH -6.7% vs VTV -61.3%.

Should I hold both VGSH and VTV?

VGSH and VTV have a monthly-return correlation of -0.05, so combining them can provide real diversification depending on your allocation goals.

What is the holdings overlap between VGSH and VTV?

VGSH and VTV share 0 common holdings with a 0.0% weight overlap. Combined, they hold 324 unique securities.

Which pays a higher dividend, VGSH or VTV?

VGSH yields 3.85% while VTV yields 1.85%, so VGSH currently pays the higher dividend yield.

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